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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

3,702 advisers found

Corporate platformCorporationWebsite listed

IFC PERSONAL MONEY MANAGERS, INC.

New York, NY

AUM

$450.9M

Licensed in AZ, CA, DC +11 states
AZCADCLAMDMA+8
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

101-250

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

STONECOURT CAPITAL LP

New York, NY

AUM

$450.5M

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HAZARD & SIEGEL ADVISORY SERVICES LLC

Dewitt, NY

AUM

$449.8M

Licensed in AR, CO, MD +10 states
ARCOMDMANYNC+7
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

23 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

OSPREY PRIVATE WEALTH LLC

New York, NY

AUM

$448.4M

Licensed in MA, MI, NY, CT
MAMINYCT
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MAXIM FINANCIAL ADVISORS LLC

New York, NY

AUM

$445.5M

Licensed in AZ, CA, CO +21 states
AZCACOGAILMD+18
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

28 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

4X4 CAPITAL

New York, NY

AUM

$445.4M

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

7 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FLOWER CITY CAPITAL LLC

Pittsford, NY

AUM

$444.6M

Licensed in CA, CO, GA +8 states
CACOGAMDMANJ+5
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CANDACE SHIRA ASSOCIATES, LLC

Pittsford, NY

AUM

$443.5M

Licensed in AZ, NY, NC +7 states
AZNYNCPASCVA+4
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

MEMBERS ADVISORY GROUP, LLC

Williamsville, NY

AUM

$443.2M

Licensed in AZ, LA, NY +6 states
AZLANYNCOHSC+3
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

LANDMARK WEALTH MANAGEMENT, LLC

Melville, NY

AUM

$442.0M

Licensed in NY, TX, NH, FL
NYTXNHFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

6 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

RISE ADVISORS, LLC

Rochester, NY

AUM

$441.2M

Licensed in IN, ME, NY +5 states
INMENYNCPAVA+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

7 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SECOND ALPHA PARTNERS

New York, NY

AUM

$438.4M

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NOTE ADVISORS, LLC

Buffalo, NY

AUM

$437.0M

Licensed in NY, TX, FL
NYTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NDURE GLOBAL LLC

NY

AUM

$436.7M

Licensed in NY
NY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FINANCIAL ASSET MANAGEMENT CORP

Chappaqua, NY

AUM

$436.2M

Licensed in NJ, NY, PA +3 states
NJNYPANHCTFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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